Edward Jones - Financial Advisor: Robert W Mastin V, AAMS™ 530 East Pleasant Run Road, DeSoto, TX 75115
About the Business
Edward Jones - Financial Advisor: Robert W Mastin V, AAMS™ is a reputable financial institution located at 530 East Pleasant Run Road in DeSoto, Texas, United States. Specializing in finance, Robert W Mastin V is a knowledgeable and experienced advisor who holds the Accredited Asset Management Specialist (AAMS™) designation. With a focus on providing personalized financial solutions and guidance, Edward Jones is committed to helping clients achieve their financial goals and secure their financial future. Visit their office today to discuss your financial needs and explore investment options tailored to your individual circumstances.
Photos
Location & Phone number
530 E Pleasant Run Rd Ste 100, DeSoto, TX 75115, United States
Hours open
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 16:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Robert Mastin was referred to me as someone knowledgeable about Inherited IRAs. After going through the SECURE Act with me, he joined me on the phone with the financial institution to explain the situation and advocate for the process that would minimize the income taxes to the Estate and/or heirs. I had to set a phone appointment (don't let that scare your off as it was only a couple of hours out) but I was 20 minutes late. Robert could not have been nicer about it. Thus, if you are looking for an advisor to guide you through the minefield that is the SECURE Act, Robert is your guy."
List of local businesses, places and services in Texas
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos